AI demand is bending the entire memory industry: HBM eats 23% of DRAM wafer output, contract prices jumped 55–60% in a single quarter, and Samsung engineers are walking out the door to work for SK Hynix. We also track the quieter race on the logic side — Intel’s 14A foundry bet, Tesla’s Terafab, modular consumer hardware — because what gets fabbed, at what price, and by whom shapes which products actually ship.
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Microsoft's August 1 increase put the 1TB Series X at €799.99 and £669.99. The cheapest Series S rose 43%, and Microsoft says storage and memory now cost more than 2.5x.
Samsung signed an MOU with Broadcom worth more than $200 billion through 2030 across memory, 2nm foundry and advanced packaging. Nvidia locked up SK Hynix the same day.
HBM stacks for AI accelerators outbid the DRAM in phones and laptops. Qualcomm, Roku and Google have all repriced, and IDC sees PC prices up 18.3% this year.
AMD launched the Instinct MI455X and its Helios rack-scale system, tying 72 GPUs and 31TB of HBM4 into one machine to challenge Nvidia's data-center grip.
Samsung's first official Z Fold 8 teasers confirm a shorter, wider design under a 'New Shape, New Joy' campaign. A separate camera leak suggests a modest sensor bump.
A Chinese system called LineShine debuted at No. 1 on the TOP500 at ISC'26, running entirely on domestic CPUs co-designed with Huawei. Here's what that means.
South Korea announced a roughly $576 billion (W900 trillion) AI-chip push led by Samsung and SK Hynix, targeting HBM, DRAM fabs, and AI data centers.
The EU signed the US-led 'Pax Silica' pact to secure AI and chip supply chains. Here's what it commits members to, who's in, and how it ties to export controls.
AMD quietly dropped RAM encryption from consumer Ryzen 9000 chips in a firmware update. A Linux hobbyist caught it, the community revolted, and AMD is reinstating it in July.
IBM showed a 0.7nm 'nanostack' transistor with ~100 billion transistors on a fingernail. It's real research, but the name is marketing and shipping silicon is years out.
Valve's living-room console launches at $1,049 to $1,428. Here's what's inside, why the price ballooned, and how SteamOS lets you skip the hardware entirely.
Qualcomm is in talks to buy Tenstorrent for up to $10 billion, per Reuters and The Information. The bet: a RISC-V challenger to Nvidia, not just phones.
Intel archived its Open Ecosystem Community and Evangelism hub and dozens of open-source projects as cost cuts reshape what one of Linux's biggest backers funds.
Tim Cook told the WSJ that Apple price rises are unavoidable as an AI-driven memory crunch quadruples DRAM and NAND costs across every consumer device.
The Galaxy S26 line, Buds 4, One UI 8.5, and Quick Share talking to AirDrop. Here's what Samsung confirmed at Unpacked and what's still vapor.
A WPC listing and hands-on image of the Galaxy S26 FE show a flagship-style camera bump pushed close to the edge. Samsung hasn't confirmed any of it.
Nvidia's RTX Spark laptops put a Grace Blackwell superchip and 128GB of unified memory in a notebook, aimed at running 120B-parameter models offline.
Oura's Ring 5 is 40% smaller than the Ring 4, adds live workout tracking and an AI Advisor, and costs $50 more. Here's what's new and whether it's worth it.
A leaked dummy of the Galaxy Z Fold 8 Wide shows a shorter, wider body and a near-square inner panel. Samsung hasn't confirmed any of it.
Vivado 2026.1 introduces a five-tier licensing model. The free BASIC tier supports Windows only; Linux requires the paid CORE tier. FPGA hobbyists are pushing back.
Alibaba showed the Zhenwu M890 at its Cloud Summit on May 19. 144 GB of memory, 800 GB/s interchip bandwidth, and Qwen3.7-Max riding on top.
The Android Show confirmed Fall 2026 for Google and Samsung's first AR glasses, plus three new features for the Galaxy XR headset that launched in October.
Google announced Googlebook on May 12: a premium laptop tier above Chromebook, with a Gemini-aware cursor called Magic Pointer. Acer, ASUS, Dell, HP, and Lenovo are in.
Nintendo confirmed a $50 Switch 2 price increase effective September 1 in the US, citing market conditions. The DRAM shortage caused by AI buildouts is the trigger.
Cyera disclosed CVE-2026-7482 on May 1, a CVSS 9.1 unauthenticated heap read in Ollama. Three API calls dump prompts, env vars, and API keys from any open instance.
SpaceX filed plans for a $55B Terafab semiconductor facility in Grimes County, Texas. Total spend could reach $119 billion across phases.
AMD reported Q1 revenue of $10.25B, up 38% YoY. Data center hit $5.8B (+57%) and Q2 guidance midpoint of $11.2B beat consensus by roughly $700M.
Bloomberg says Apple is in early-stage talks with Intel and Samsung Foundry to build base M-series chips in the US starting 2027. Intel closed at a record $543B market cap.
A leaked Geekbench listing puts AMD's Ryzen AI Max+ 495 on a 192GB platform with a Radeon 8065S iGPU. The Strix Halo chip it replaces capped at 128GB.
SamMobile reports Samsung is preparing low-end, mid-range, and flagship Galaxy Books on Android 17 One UI 9, timed to Google's Aluminium OS push at I/O 2026.
Apple posted record Q2 revenue of $111.2B (up 17%). John Ternus joined his first earnings call as named CEO. Cook warned AI memory costs will hit Apple's June quarter.
Samsung Electronics posted record Q1 2026 results on April 30: 133.9 trillion won revenue and 57.2 trillion won operating profit. Semiconductors did 93% of the work.
Leaked slides describe Zen 7 EPYC scaling to 288 cores per socket, with all L3 moved off the CCD onto a stacked cache die. Tape-out is October 2026, launch late 2028.
MacRumors reports the 2027 iPhone will use a Samsung COE pol-less OLED with a crater-shaped diffusion layer. The panel curves on all four edges.
Anker's Thus chip embeds compute inside NOR flash, claims 150x more on-device AI for noise cancellation, and ships in Soundcore earbuds on May 21. Here's why it matters.
Verkor's Design Conductor agent went from a 219-word spec to a tape-out-ready RISC-V core called VerCore in 12 hours. The catch: it's still a Celeron.
Cerebras filed an S-1 on April 17 listing as 'CBRS,' targeting roughly $23B at the prior private mark. The OpenAI inference deal is the line item that changed the story.
Elon Musk said Tesla plans to manufacture at Terafab in Austin on Intel's 14A process. It's the first major external customer Intel CEO Lip-Bu Tan needs to keep the foundry alive.
Samsung's union voted to walk out May 21 over a bonus gap that sees SK Hynix engineers pocket roughly 4x more. 200+ have already defected.
Framework opened pre-orders for the Laptop 13 Pro on April 21. Panther Lake or Ryzen AI 300, LPCAMM2, a 74Wh battery, and Framework's first touch display.
IEEE S&P 2026 papers extend GPUHammer with GeForge, GDDRHammer, and GPUBreach. They flip GDDR6 bits to break out of the GPU and own the host.
Article 11 of EU Batteries Regulation 2023/1542 kicks in February 18, 2027. Most flagship phones will dodge user-replaceable batteries through the Ecodesign exemption instead.
DDR5 contract prices jumped 100% since 2025, HBM is eating 23% of DRAM wafers, and the fabs that could fix it don't come online until 2028. Here's the shape of the crunch.
Unweight is Cloudflare Research's new BF16 weight compressor. 22% smaller bundles, 13% smaller inference footprint, 30-40% throughput overhead, BSD license.
Nawfal Motii's Aeris-10 phased-array radar beats $250,000 commercial systems at 3% of the cost. Hardware, firmware, and FPGA bitstream are all on GitHub.